See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $3,352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,856 | $35,986-33.7% | $77,482-69.2% | $73,488-67.5% |
| Participation rate | 54.0% | 40.8%+13.1pp | 54.2%-0.2pp | 70.7%-16.7pp |
| Annual return | 19.64% | 19.26%+0.4pp | 54.79%-35.1pp | 28.51%-8.9pp |
| Employer contribution / active EE | $510 | $557-8.6% | $986-48.3% | $2,270-77.6% |
| Participant deferral / active EE | $826 | $1,198-31.0% | $1,861-55.6% | $3,740-77.9% |
| Admin fee / account holder | $26 | $466-94.5% | $2,858-99.1% | $513-95.0% |